Mtm Financial Group, LLC reported 95 holdings worth US$233M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
Mtm Financial Group, LLC reported 95 holdings worth US$233M as of Jun 30, 2026. Largest: Selective Insurance Group, Inc., Ppl Corporation and Apple Inc. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 95
- Value as reported
- US$233M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Selective Insurance Group, Inc. | 18,000 | US$1.75M | 0.75% |
| Ppl Corporation | 30,887 | US$1.12M | 0.48% |
| Apple Inc | 2,980 | US$862K | 0.37% |
| Applied Materials, Inc. | 895 | US$647K | 0.28% |
| Johnson & Johnson | 2,394 | US$608K | 0.26% |
| Microsoft Corp. | 1,288 | US$481K | 0.21% |
| Philip Morris International Inc | 2,454 | US$444K | 0.19% |
| Procter & Gamble Company (the) | 2,741 | US$402K | 0.17% |
| Jp Morgan Chase & Co. | 1,157 | US$379K | 0.16% |
| Bristol-myers Squibb Company | 5,390 | US$311K | 0.13% |
| Air Products And Chemicals, Inc. | 1,034 | US$303K | 0.13% |
| Exxon Mobil Corporation | 1,760 | US$241K | 0.10% |
| Micron Technology, Inc. | 204 | US$235K | 0.10% |
| Eli Lilly And Company | 185 | US$222K | 0.10% |
| Walmart Inc. | 1,802 | US$204K | 0.09% |